Most people think that they don’t need a Will because they don’t own much. Others think that the government will get it all. So, are these beliefs correct? Yes and No. First, there are many other reasons to prepare your Will besides transferring your estate – such as...

Part 4 of a 4 part series: Joint Tenancy can be a very efficient Estate Planning Tool, but beware of its traps! Make sure you consult a Notary Public before making any decisions regarding Joint Tenancy. Probate Fees One of the common statements my clients stress to...

Part 3 of a 4 part series: Estate planning decisions are very important but are not always simple. Using joint tenancy to avoid probate fees can sometimes bring complicated problems. They may have been told that it is a good idea to add their child or all of their...

Part 2 of a 4 part series: The importance of Joint Tenancy in the Estate Planning & Real Estate matters – Joint Tenancy,Tenancy In Common and preparing your will. Last month, our topic was the three types of property ownership and how each of them have their own...

Joint Tenancy and other types of Property Ownership (Joint Tenancy, Tenancy in Common and Tenancy in Entirety) When clients come to me to discuss estate planning or when they buy a property together with their spouse or other person, one of my first questions to...

The majority of my “Wills clients” approach me with one single most common phrase: “I just need a simple Will.” And, from my experience (after drafting more than 1,000 estate planning documents) I can tell you that there is no such thing as a “simple Will”. I’m...